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1、SmartPhone/TabletDisplayMarketingSmartPhone1Tablet2ContentSmartPhone1*MobilePhoneDisplayRevenuesForecasttoGrow47%in2011,Reaching$22.4Billionin2012MobilePhoneDisplayRevenueForecast(Millions)*Thefastest-growingdisplaytechnologyisAMOLED,whichisforecasttoreach128 millionunits
2、(191% Y/Y)in2011and212 million(66% Y/Y)in2012.AMOLEDrevenuesformobilephonedisplayswillreach$4.0 billionin2011and$6.4 billionin2012.*SmartPhoneGrowthDrivingDemandforHighResolutionLTPS,inbothTFTLCDandAMOLED.*ExpandedGrowthforOLEDDisplaysReachingoverUS$3.1Bby2012;AMOLEDsProj
3、ectedtoAchieveaFiveYearCAGRof96%*A-SiTFTLCDContinuestoLeadWhileAMOLEDandLTPS TFT LCDareincreasingtheirshareofthemobilephonedisplaymarket,increaseddemandforlargersizesandhigherresolutionshasallowedmainstreama-SiTFT LCDtomaintaina60%shareofmobilephonedisplayshipments,follow
4、edbyLTPS TFT LCD,whichincreaseditsshareto22.5%.200720082009201020112012AMOLED3,513.016,919.436,987.865,457.085,930.9118,554.8PMOLED72,589.384,313.788,252.194,864.8101,087.9108,563.4Y/YAMOLED1071%382%119%77%31%38%Y/YPMOLED1%16%5%7%7%7%*OLEDDisplayShipments(000)*OLEDDisplay
5、Revenue(US$millions)200720082009201020112012AMOLED$93$422$1,115$1,909$2,219$2,719PMOLED$395$405$394$393$392$396Y/YAMOLED517%354%164%71%16%23%Y/YPMOLED-12%2%-3%0%0%1%*OLEDDisplayForecast2006-2015*LTPSTFTLCDShiftingtoBiggerSizesforSmartPhones1.a-SiTFTLCDcontinuedtoleadwith6
6、1.5%ofmobilephonedisplaysin2010.2.LTPS TFT LCDisverycompetitiveinsmartphones,whichrequireshigherresolutionandpixelsperinchLTPS TFT LCDdisplayshipmentsformobilephonesreached316 millionin2010,accountingfor19.5%ofdisplayshipments.3.Comparedtoshipmentresultsfor2008(320 millio
7、n)and2009(298 million),LTPSTFTLCDhasnotgrownasfastasa-SiTFTLCD.becauseoflimitedavailablecapacity.However,LTPS TFT LCDisshiftingtobiggersizesforsmartphones.TomeetthegrowingdemandforLTPS,capacityexpansionsareexpected.*WVGAandHVGAResolutionsShowStrongestGrowthTocompetewithth
8、eiPhone4,mobilephonemanufacturersalsoupgradedresolutionsofhigh-endmodels.Previously,themostpopul
